Filed April 3, 2025
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $54,999 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,655 | $98,780-31.5% | $60,919+11.1% | $77,906-13.2% |
| Participation rate | 95.8% | 76.7%+19.1pp | 73.1%+22.7pp | 73.7%+22.1pp |
| Annual return | -13.07% | -11.56%-1.5pp | 16.98%-30.0pp | 12.16%-25.2pp |
| Employer contribution / active EE | $0 | $3,605-100.0% | $2,704-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $7,742 | $4,200+84.3% | $3,814+103.0% | $4,805+61.1% |
| Admin fee / account holder | $1 | $89-99.0% | $3,226-100.0% | $133-99.3% |